Position in ASML
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$30,691,089
+$9,462,710 QoQ
Shares Held
15,427
-4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#296
of 2,481 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ASML Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $417,998,740 across 7 Semiconductor Equipment & Materials names. ASML ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
859,036 | $372,246,069 | |
| 2 | ASML |
Asml Holding NV
This page
|
15,427 | $30,691,089 | |
| 3 | AEHR |
Aehr Test Systems
|
66,157 | $6,355,041 | |
| 4 | AXTI |
Axt Inc
|
52,707 | $3,799,120 | |
| 5 | VECO |
Veeco Instruments Inc
|
48,314 | $3,662,201 | |
| 6 | CAMT |
Camtek Ltd
|
4,113 | $670,912 | |
| 7 | FORM |
Formfactor Inc
|
3,591 | $574,308 |
All Filings in ASML
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,691,089 | 15,427 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $21,228,379 | 16,072 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,977,082 | 11,195 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,165,277 | 19,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $35,681,889 | 44,525 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,905,360 | 52,677 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $43,068,684 | 62,141 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $56,063,559 | 67,283 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $52,228,775 | 51,068 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $49,599,751 | 51,109 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $36,162,609 | 47,776 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $38,393,582 | 65,222 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $46,285,434 | 63,864 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $45,082,742 | 66,229 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $37,562,268 | 68,745 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $31,828,270 | 76,630 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $34,989,077 | 73,525 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $53,133,831 | 79,550 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $64,304,227 | 80,770 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $58,686,353 | 78,762 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $30,569,670 | 44,250 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||